Uncovering the potential for manager risk in smart beta indexing approaches.
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.
A look at the different market and investment approaches driving how low volatility smart beta strategies are implemented.
How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.
Despite the investment world’s focus on short-term performance, achieving long-term goals may require a longer-term perspective.
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.
What the US-China trade war could mean for US policymakers American companies, and investors.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?
Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.
Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.
Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.
Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.
The mindful use of resources, thoughtfulness about social footprints, and good corporate governance have become mainstream angles to consider in today’s investment world.
Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.